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JGSMX vs VISGX
JGSMX vs VISGX Comparison
Open Charts JGSMX vs VISGX
JPMorgan Small Cap Growth R6
Price$22.49
Change+$0.26 (+1.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.78
Change+$0.92 (+1.17%)
VolumeN/A
CapitalizationN/A
JGSMX vs VISGX Comparison Chart
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JGSMX vs. VISGX commentary
Dec 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JGSMX is a Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. JGSMX (3.62B). VISGX pays higher dividends than JGSMX: VISGX (0.55) vs JGSMX (0.00). JGSMX was incepted earlier than VISGX: JGSMX (14 years) vs VISGX (27 years). JGSMX is a more actively managed with annual turnover of: 33.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than JGSMX: VISGX (3000) vs JGSMX (15000000). VISGX annual gain was more profitable for investors over the last year : 18.05 vs. JGSMX (14.82). VISGX return over 5 years is better than : 43.27 vs. JGSMX (10.64).
| JGSMX | VISGX | JGSMX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 13.894 | 17.595 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 14.82 | 18.05 | 82% |
| Returns for 3 years | -10.50 | 2.84 | -370% |
| Returns for 5 years | 10.64 | 43.27 | 25% |
| Returns for 10 years | 57.45 | 129.84 | 44% |
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